Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business.
What systems and processes would you recommend for streamlining these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Further details We would like to build a training portal for our retailers and their employees. The training includes 5 video modules and will have questions related to the videos. We need to be able to track who has completed the training and would like to be able to generate a report at the end …
Further details of question: I’d like to know how to integrate our free online course onto our WordPress website. We need: a landing page for the free course to link my custom domain/subdomain DNS to your school make the Thinkific page resemble our website design (we have a style guide) include a BONUS at the …
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …
Question: I am looking for advice on how to setup Asana for a content creation company. There are two different focuses of the company – we will make make different kinds of content (films, podcasts, social media, etc) and then actively sell this content to brands. I’m a bit confused as to what is a …
This is a useful way of gathering instant feedback from website visitors and gives you the extra depth of insight from being able to hear the tone of voice used and understanding what’s not working for your website visitors. This type of voicemail/speech capture software for embedding on your website can also be used in …
Further details of question I was originally looking for a developer to create a Microsoft Access Data Base to record site records for field inspections but wanted to know if any apps could do the below. Each Field Site item with have: Location description Location details Provide for linking to site maps Allow for 100 …
Training & consulting business development process
Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business.
What systems and processes would you recommend for streamlining these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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Further details We would like to build a training portal for our retailers and their employees. The training includes 5 video modules and will have questions related to the videos. We need to be able to track who has completed the training and would like to be able to generate a report at the end …
How do I integrate Thinkific into my WordPress website?
Further details of question: I’d like to know how to integrate our free online course onto our WordPress website. We need: a landing page for the free course to link my custom domain/subdomain DNS to your school make the Thinkific page resemble our website design (we have a style guide) include a BONUS at the …
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